Jonas Nahm
@jonasnahm.com
Associate Professor at Hopkins/SAIS. Former White House industrial strategy economist. Industrial policy, trade, climate, economic security. Views my own. DC | SF. 🏳️🌈
Industrial policy is back — and it's changing fast. What started as "green" strategy is now a global race for clean tech competitiveness and economic security. But do we actually know what works? That's what we're asking at the New Energy Industrial Strategy (NEIS) Center. /1
October 24, 2025 at 5:09 PM
Industrial policy is back — and it's changing fast. What started as "green" strategy is now a global race for clean tech competitiveness and economic security. But do we actually know what works? That's what we're asking at the New Energy Industrial Strategy (NEIS) Center. /1
Happy Samin day to those who celebrate :)
September 16, 2025 at 11:53 PM
Happy Samin day to those who celebrate :)
September 5, 2025 at 3:14 PM
18/18 Meg Rithmire's key insight: Industrial advancement can't make the distorted macroeconomic math work. China may create "islands of competitiveness" but without politically difficult systemic reforms the imbalances persist.
Full text: online.ucpress.edu/currenthisto...
Full text: online.ucpress.edu/currenthisto...
September 2, 2025 at 7:58 PM
18/18 Meg Rithmire's key insight: Industrial advancement can't make the distorted macroeconomic math work. China may create "islands of competitiveness" but without politically difficult systemic reforms the imbalances persist.
Full text: online.ucpress.edu/currenthisto...
Full text: online.ucpress.edu/currenthisto...
Intel immediately files with the SEC warning that Trump's government stake could kill their international sales because apparently foreign customers aren't thrilled about buying chips from America's newest state-run enterprise.
www.washingtonpost.com/technology/2...
www.washingtonpost.com/technology/2...
August 26, 2025 at 3:13 PM
Intel immediately files with the SEC warning that Trump's government stake could kill their international sales because apparently foreign customers aren't thrilled about buying chips from America's newest state-run enterprise.
www.washingtonpost.com/technology/2...
www.washingtonpost.com/technology/2...
Looking at 1913 tariff rates hits different when you realize we're doing the exact same thing right now.
August 10, 2025 at 4:50 PM
Looking at 1913 tariff rates hits different when you realize we're doing the exact same thing right now.
Not sure I agree with the notion of a 'deal' here -- these are broad framework agreements with the details yet to be worked out, and many sticking points papered over in announcements. Could fall apart quickly!
www.ft.com/content/50f8...
www.ft.com/content/50f8...
July 29, 2025 at 3:56 PM
Not sure I agree with the notion of a 'deal' here -- these are broad framework agreements with the details yet to be worked out, and many sticking points papered over in announcements. Could fall apart quickly!
www.ft.com/content/50f8...
www.ft.com/content/50f8...
Just back from Shanghai where you can now buy phones and cars in the same store as electronics firms push into EVs.
July 12, 2025 at 5:46 PM
Just back from Shanghai where you can now buy phones and cars in the same store as electronics firms push into EVs.
April 25, 2025 at 4:20 PM
"A closely-watched poll of consumer morale, from the University of Michigan, has found that economic expectations have fallen by a “precipitous” 32% since January, which they say is the biggest three-month drop since the economic downturn 35 years ago."
www.theguardian.com/business/liv...
www.theguardian.com/business/liv...
April 25, 2025 at 2:57 PM
"A closely-watched poll of consumer morale, from the University of Michigan, has found that economic expectations have fallen by a “precipitous” 32% since January, which they say is the biggest three-month drop since the economic downturn 35 years ago."
www.theguardian.com/business/liv...
www.theguardian.com/business/liv...
"Canadian flight reservations to the US are down 70% through September versus the same period last year."
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
April 15, 2025 at 12:01 PM
"Canadian flight reservations to the US are down 70% through September versus the same period last year."
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
We believe in the importance of manufacturing, for others.
April 13, 2025 at 8:41 PM
We believe in the importance of manufacturing, for others.
"The total number of overseas visitors travelling to the US dropped by 12 per cent year-on-year in March, the steepest decline since March 2021 when the travel sector was reeling from pandemic restrictions, according to the ITA data."
April 13, 2025 at 12:47 PM
"The total number of overseas visitors travelling to the US dropped by 12 per cent year-on-year in March, the steepest decline since March 2021 when the travel sector was reeling from pandemic restrictions, according to the ITA data."
More turbulence ahead for trade and shipping. USTR expected to impose sharp docking fees for China-made ships starting April 17.
April 8, 2025 at 2:56 PM
More turbulence ahead for trade and shipping. USTR expected to impose sharp docking fees for China-made ships starting April 17.
So this is where we are at. In addition to suffering through the turmoil caused by the President's economic policies, countries can "simply write checks to the Treasury" to rebalance the global economy.
April 7, 2025 at 8:37 PM
So this is where we are at. In addition to suffering through the turmoil caused by the President's economic policies, countries can "simply write checks to the Treasury" to rebalance the global economy.
April 7, 2025 at 1:43 PM
The tariffs are not helping with the energy dominance agenda. Making renewables more expensive will make it harder to meet growing energy demand. Great figure from Semafor this morning.
April 3, 2025 at 12:38 PM
The tariffs are not helping with the energy dominance agenda. Making renewables more expensive will make it harder to meet growing energy demand. Great figure from Semafor this morning.
Happy Liberation Day to those who celebrate!
April 2, 2025 at 7:03 PM
Happy Liberation Day to those who celebrate!
Economic uncertainty index hits record high, beats covid lockdown levels. Not the climate you want if your plan is large-scale domestic reindustrialization.
April 2, 2025 at 4:36 PM
Economic uncertainty index hits record high, beats covid lockdown levels. Not the climate you want if your plan is large-scale domestic reindustrialization.
Canadian govt placing ads all over DC.
March 28, 2025 at 3:29 PM
Canadian govt placing ads all over DC.
